JI

Joel Isaacson & Co., LLC

13F
Joel Isaacson & Co., LLC
Last update 2025-04-25 399 Stocks (40 new)
Value $2.21 Bil Turnover 4 %
Countries:
Top Holdings: SDY(15.73%)VIG(10.92%)VTI(5.90%)VYM(5.54%)VO(4.67%)
Summary Stock Picks Current Portfolio
Joel Isaacson & Co., LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SDY
SPDR Dividend ETF
2,558,258
347,104.5
+1.65%
15.730
+0.26%
1.730
+5.40%
+6.45%
20,375.5
 
VIG
Vanguard Dividend Appreciation FTF
1,241,673
240,872.2
+3.33%
10.920
+0.35%
0.250
+11.15%
+7.09%
87,948.4
 
VTI
Vanguard Total Stock Market ETF
473,613
130,167.9
+5.20%
5.900
+0.29%
0.030
+17.05%
+6.98%
450,247.8
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
947,143
122,143.5
+2.65%
5.540
+0.14%
0.190
+10.16%
+7.86%
58,243.4
 
VO
Vanguard Mid-Cap ETF
398,363
103,024.6
+4.38%
4.670
+0.20%
0.130
+14.26%
+8.28%
76,168.6
 
AAPL
Apple Inc
405,162
89,998.6
-1.32%
4.080
-0.06%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
GOOG
Alphabet Inc
495,951
77,482.5
+0.35%
3.510
+0.01%
0.000
+18.43%
-4.97%
2,184,120.1
Interactive Media
GOOGL
Alphabet Inc
479,103
74,088.5
+0.32%
3.360
+0.01%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
SPY
SPDR S&P 500 ETF Trust
116,833
65,355.3
-0.31%
2.960
-0.01%
0.010
+16.86%
+7.34%
643,153.0
 
VB
Vanguard Small Cap ETF
189,960
42,123.7
+4.57%
1.910
+0.08%
0.060
+15.73%
+1.97%
58,767.7
 

Joel Isaacson & Co., LLC's Historical Top Holdings Breakdowns

Joel Isaacson & Co., LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.35%
●
190.34 ($198.85) 205.23
$207.81
4.51%
Add 3.33%
1,241,673
39,988
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.29%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Add 5.2%
473,613
23,419
SDY
SPDR Dividend ETF
2025-03-31
Add
Add
+0.26%
●
128.74 ($134.5) 138.67
$138.79
3.19%
Add 1.65%
2,558,258
41,613
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.20%
●
251.87 ($268.43) 277.95
$283.63
5.66%
Add 4.38%
398,363
16,723
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.14%
●
663000 ($729331) 801950
$727,455.00
-0.26%
New holding
4
4
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Add
Add
+0.14%
●
126.11 ($130.91) 135.06
$135.81
3.74%
Add 2.65%
947,143
24,478
SGU
Star Group LP
2025-03-31
New Buy
New Buy
+0.11%
●
11.28 ($12.51) 13.45
$11.71
-6.39%
New holding
191,832
191,832
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.09%
●
58.01 ($61.77) 64.46
$69.49
12.50%
Add 14.71%
258,033
33,094
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.08%
●
217.89 ($238.81) 252.64
$243.21
1.84%
Add 4.57%
189,960
8,305
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Add
Add
+0.07%
●
50.44 ($55.03) 58.1
$56.35
2.40%
Add 4.5%
695,628
29,974

Joel Isaacson & Co., LLC Total Holding History ($B)

To

Joel Isaacson & Co., LLC's Asset Allocation

To

Joel Isaacson & Co., LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Joel Isaacson & Co., LLC's Hypothetical Growth since 2025-03-31

Joel Isaacson & Co., LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Joel Isaacson & Co., LLC's Holdings Heat Map

Size field:

Joel Isaacson & Co., LLC's Holdings Bubble Chart

Joel Isaacson & Co., LLC News

  • 1

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